APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Quarter Est. Return
1 Year Est. Return
-14.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.67B
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,579
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.96M
3
+$7.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.52M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.93M

Top Sells

1
+$9.39M
2
+$7.7M
3
+$7.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.85M
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$4.58M

Sector Composition

1 Technology 12.94%
2 Consumer Discretionary 5.69%
3 Healthcare 5.32%
4 Financials 4.44%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
$10.3K ﹤0.01%
351
2552
$10.3K ﹤0.01%
558
2553
$10.3K ﹤0.01%
725
2554
$10.3K ﹤0.01%
189
2555
$10.2K ﹤0.01%
142
2556
$10.2K ﹤0.01%
7,500
2557
$10.2K ﹤0.01%
+117
2558
$10.2K ﹤0.01%
355
2559
$10.2K ﹤0.01%
450
+100
2560
$10.2K ﹤0.01%
765
2561
$10.2K ﹤0.01%
1,500
2562
$10.1K ﹤0.01%
140
2563
$10.1K ﹤0.01%
211
+11
2564
$10.1K ﹤0.01%
500
-250
2565
$10.1K ﹤0.01%
300
2566
$10.1K ﹤0.01%
285
2567
$10K ﹤0.01%
514
2568
$10K ﹤0.01%
+115
2569
$9.99K ﹤0.01%
352
+12
2570
$9.98K ﹤0.01%
481
+3
2571
$9.92K ﹤0.01%
160
-40
2572
$9.92K ﹤0.01%
400
2573
$9.89K ﹤0.01%
347
-44
2574
$9.88K ﹤0.01%
592
2575
$9.85K ﹤0.01%
40
101 102
103
104 105